Planning Matters.

Imagine If This Were You. . . .

Over the years, we’ve had the privilege of guiding clients through all kinds of financial situations, both pleasant and difficult. No matter the course, our aim is to provide clients with thoughtful solutions that will help them move toward their ultimate goals.

We created this hypothetical case study to highlight a common financial challenge individuals and families may encounter, and to show various ways we would address the issues.

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What Can You Do When Your Long-Term Care Insurance Rates Go Up?

If you receive a letter from your Long-Term Care insurance company notifying you that rates are going up, don’t panic! You don’t necessarily have to pay the higher premiums.

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It’s Award Season!

We’re not talking about the Oscars or the Grammys, but the time of year when families start finding out if they’re eligible for financial aid. Award letters can be perplexing due to lack of standardization and confusing terminology. If you or your student receives an award letter this spring, here are some pointers about how…

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Weddings: To Pay or Not to Pay?

A month ago, Valentine’s Day, many happy couples likely said “Yes!” to their futures together. Such an exciting time for everyone involved; the happy couple, their families and friends. But now, the planning begins and the conversations about who’s paying, and for what, come to the surface!

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Who Can You Trust with Your Trust?

Here’s a scenario: you’ve taken all the steps to get your estate in order, including the establishment of a trust that will benefit your children until they are old enough to handle a substantial sum. Since the success of a trust depends on the trustee(s) you choose to manage it, how do you decide who should fill this role?

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